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Prosperity Consulting Group’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Prosperity Consulting Group’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Sell
26,284
-2,744
-9% -$135K 0.05% 224
2026
Q1 		$1.38M Buy
29,028
+1,042
+4% +$50.3K 0.06% 202
2025
Q4 		$1.34M Sell
27,986
-211
-0.7% -$10.1K 0.06% 212
2025
Q3 		$1.34M Sell
28,197
-652
-2% -$30.3K 0.07% 206
2025
Q2 		$1.33M Buy
28,849
+4,071
+16% +$180K 0.1% 186
2025
Q1 		$1.09M Buy
24,778
+4,906
+25% +$216K 0.08% 207
2024
Q4 		$863K Sell
19,872
-494
-2% -$21.9K 0.07% 245
2024
Q3 		$919K Buy
20,366
+4,031
+25% +$177K 0.07% 239
2024
Q2 		$703K Buy
16,335
+5,977
+58% +$253K 0.1% 150
2024
Q1 		$443K Buy
10,358
+3,808
+58% +$159K 0.06% 220
2023
Q4 		$272K Buy
+6,550
New +$260K 0.09% 169

Other funds holding AOM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AA
AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prosperity Consulting Group's AOM Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares Core Moderate Allocation ETF (AOM) stake by 9.5% in Q2 2026, selling an estimated $135K and leaving 26,284 shares worth $1.31M. The position accounts for 0.05% of the portfolio, ranked #224.

Prosperity Consulting Group first reported a position in AOM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.38M in Q1 2026. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

  • Prosperity Consulting Group held 26,284 shares of iShares Core Moderate Allocation ETF worth $1.31M as of Q2 2026.
  • Prosperity Consulting Group sold 2,744 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $135K.
  • iShares Core Moderate Allocation ETF made up 0.05% of Prosperity Consulting Group's portfolio in Q2 2026, its #224 holding.
  • Prosperity Consulting Group first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 11 quarters since.
  • Prosperity Consulting Group's iShares Core Moderate Allocation ETF position peaked at $1.38M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.